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iShares S&P Mid-Cap 400 Value ETF

831 hedge funds and large institutions have $5.73B invested in iShares S&P Mid-Cap 400 Value ETF in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 213 increasing their positions, 283 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

25% less repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 283

Holders
831
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$212K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M
576
MOTCO
Texas
$262K
SA
577
Sunesis Advisors
Kansas
$262K
HI
578
Harbour Investments
Wisconsin
$259K
CD
579
Chapin Davis
Maryland
$258K
IA
580
Insight Advisors
Pennsylvania
$258K
SFWC
581
Strategic Family Wealth Counselors
New Jersey
$255K
EFS
582
Essex Financial Services
Connecticut
$253K
S
583
SignatureFD
Georgia
$253K
SC
584
Sapient Capital
Indiana
$253K
BHWM
585
Bar Harbor Wealth Management
New Hampshire
$252K
LA
586
LexAurum Advisors
Kansas
$252K
SYBT
587
Stock Yards Bank & Trust
Kentucky
$252K
SFS
588
Summit Financial Strategies
Ohio
$251K
AFA
589
Alpha Financial Advisors
North Carolina
$250K
CAM
590
Cresset Asset Management
Illinois
$250K
BEI
591
Benjamin Edwards Inc
Missouri
$248K
AA
592
Aufman Associates
Pennsylvania
$247K
AIA
593
Accelerate Investment Advisors
California
$247K
GCM
594
Gallacher Capital Management
Colorado
$246K
MAS
595
Madden Advisory Services
Florida
$244K
FCP
596
Fidelis Capital Partners
Florida
$243K
MGW
597
MB Generational Wealth
Washington
$240K
WA
598
WBH Advisory
Maryland
$240K
VFG
599
V2 Financial group
Illinois
$239K
TAM
600
Tocqueville Asset Management
New York
$239K